Episode 94 - Maximizing Automation in Accounting Industry with Jesse Rubenfeld

The Modern CPA Success Show (Episode 94): "We partner with CFO-services firms and CPA firms that want to focus on the advisory angle. We don't necessarily want to provide advisory services, but we want to give our partners a strong foundation of bookkeeping and accounting. We're focused on using automation to improve the accounting system, and that helps our partners, the CFO-services firms and the outsource CPAs, that are really the advisors to their clients. But you have to have the bookkeeping and the accounting there in order to provide the advisory piece. We want to be the wind beneath their wings.” - Jesse Rubenfeld

Tom and Adam welcome Jesse Rubenfeld, founder of FinOptimal, to the show to discuss how automation can maximize efficiency in the accounting industry. FinOptimal provides clients with an automated solution to their accounting needs, offering integrations with APIs and software. Jesse works with CFO-services firms and other CPA firms that want to focus on advisory services. He believes that by building the right hardware and software, accountants can take their focus off of the data entry and instead focus on strategic advice.

The finer details of this episode:
• Accounting workflows: automation assisted vs. automation
• Outsourcing accounting tasks to increase efficiency
• Software tools that help with automation

Episode resources:
• Summit CPA website – summitcpa.net
• If you have questions or would like to be a guest on the show, email us at [email protected]
• FinOptimal | Homepage – finoptimal.com